Tax Planning & Preparation

Financial Planning


Estate Planning

Investment Management

Employment Sponsored Plans

Prostatis Financial offers financial services to pre-retirees and retirees to help you become better prepared for the future.

We’re determined to help our clients understand more about their own financial situation and goals so that they feel more empowered to make smart financial decisions. That’s why we spend intentional, unhurried time in our client appointments talking about their concerns, questions, and dreams for the future.

Click one of the services listed above to find out more about what we offer.